+3,269.5%
CLS vs DASH
+8.6%
+3,260.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.6% | +5.4% | +2.2% |
| 7D | +4.6% | -10.6% | +15.1% | +7.9% |
| 30D | -13.9% | +2.2% | -16.0% | -14.8% |
| 3M | -26.6% | +32.3% | -58.8% | -33.1% |
| 6M | +15.4% | +19.1% | -3.7% | +7.5% |
| YTD | +5.7% | -6.5% | +12.2% | +5.5% |
| 1Y | +41.1% | -14.9% | +56.0% | +43.6% |
| 3Y | +1,228.6% | +151.9% | +1,076.6% | +924.4% |
| All | +3,269.5% | +8.6% | +3,260.9% | +2,485.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DASH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling